SPEAKING ENGAGEMENTS
Estate and Tax Issues for Individuals With Taxable Estates
DATE
SPEAKERS
SPEAKERS
Wealthy individuals with taxable estates – net worth in excess of $5.49 million per individual or $10.98 million per married couple – face significant estate and tax issues. This program will focus on:
- The pitfalls of probate
- Benefits of a revocable trust
- The “portability” of the federal estate tax exemption
- Succession planning for closely held businesses
- The use of business principles to protect and transfer personal wealth
- Family Limited Partners/Family Limited Liability Companies
- The use of irrevocable trusts to:
- “replace” the estate tax liability
- “freeze” the value of your taxable estate
- “protect” your principal from creditor
The speakers will discuss techniques that are applicable to both the closely held business owner and individuals with a portfolio of investments, including:
- Grantor Retained Annuity Trusts (GRATs)
- Intentionally Defective Irrevocable Trusts (IDITs)
- Qualified Personal Residence Trusts (QPRTs)
- Charitable Remainder Trusts (CRTs)
Speakers: Douglas Robson, Barnes & Thornburg and Marv Hills, Crowe Horwath
Barnes & Thornburg
888 S. Harrison Street
Suite 600
Fort Wayne, IN 46802
Date: Thursday, June 22, 2017
Registration: 2:00 p.m. (Eastern)
Program: 2:30-4:00 p.m.
Reception: 4:00 - 6:00 p.m.
Questions? Please contact Orlanda Hauff at orlanda.hauff@btlaw.com or (260) 425-4676.
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